- QuickBooks can remind you about tasks you need to perform,…but the reminders won't help if you don't notice them.…Here are some tips for making…those reminders more noticeable.…The best way to make sure you see your reminders…is to open the Reminders List every time…you open your company file.…To set that preference, head up to the Edit menu…and choose Preferences.…Select the Reminders category,…and on the My Preferences tab,…you want to turn on the only check box there,…Show Reminders List when opening a Company file.…

Because it's on the My Preferences tab,…each user can set this for themselves.…Then, go ahead and click Ok.…To see how this works,…I'm going to close this company file and then reopen it.…So, I head to the File menu and choose Close Company.…Then, I select the company file again and click Open.…There you go.…The company file opens and so does the Reminders window.…Now, the window has different categories of reminders.…

There are some INVOICES/CREDIT MEMOS TO PRINT,…SALES RECEIPTS TO PRINT,…INVENTORY TO REORDER,…

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Author

Updated

1/8/2018

Released

4/15/2015

Ready to take your QuickBooks expertise to a new level? This course helps viewers become more productive with QuickBooks. Author Bonnie Biafore shows how to best work with QuickBooks lists, use display and search shortcuts to quickly find information, number transactions, and work with expense transactions, billable and non-billable time, invoices, and journal entries. The course wraps up with even more timesaving tips and tricks on selecting dates, recalling transactions, memorizing transactions, and more.

Topics include:

Adding, hiding, and sorting list entries

Changing fields in record windows

Finding info quickly

Numbering transactions

Adding logos to checks

Applying discounts and credits to bills

Invoicing cost overruns or fixed-price jobs

Receiving payments

Using journal entries

Saving time on common tasks

Skill Level Appropriate for all

2h 54m

Duration

170,440

Views

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Q: This course was updated on 12/08/2017. What changed?

A: The following topics were updated: using Find and Search, restarting transaction numbering, sorting bills, and tracking most recent year’s earnings and earlier retained earnings separately.